Seven Springs Wealth Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Seven Springs Wealth Group’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.42M	Buy	3,826 +68	+2%	+$24.3K	0.31%	31
2026 Q1	$1.21M	Hold	3,758	–	–	0.28%	31
2025 Q4	$1.26M	Sell	3,758 -87	-2%	-$28.9K	0.36%	31
2025 Q3	$1.26M	Hold	3,845	–	–	0.31%	33
2025 Q2	$1.17M	Hold	3,845	–	–	0.29%	34
2025 Q1	$1.06M	Buy	3,845 +169	+5%	+$49.1K	0.38%	32
2024 Q4	$1.07M	Buy	3,676 +48	+1%	+$14K	0.4%	33
2024 Q3	$1.03M	Hold	3,628	–	–	0.37%	32
2024 Q2	$971K	Sell	3,628 -45	-1%	-$11.6K	0.38%	32
2024 Q1	$955K	Buy	3,673 +29	+0.8%	+$7.17K	0.37%	31
2023 Q4	$864K	Hold	3,644	–	–	0.39%	29
2023 Q3	$774K	Hold	3,644	–	–	0.37%	31
2023 Q2	$803K	Sell	3,644 -44	-1%	-$9.18K	0.38%	31
2023 Q1	$753K	Sell	3,688 -305	-8%	-$61.1K	0.37%	32
2022 Q4	$763K	Buy	3,993 +124	+3%	+$23.9K	0.37%	30
2022 Q3	$694K	Buy	3,869 +1,029	+36%	+$205K	0.38%	31
2022 Q2	$536K	Hold	2,840	–	–	0.27%	39
2022 Q1	$647K	Hold	2,840	–	–	0.31%	37
2021 Q4	$686K	Hold	2,840	–	–	0.31%	35
2021 Q3	$631K	Hold	2,840	–	–	0.31%	34
2021 Q2	$633K	Hold	2,840	–	–	0.27%	38
2021 Q1	$587K	Hold	2,840	–	–	0.28%	34
2020 Q4	$553K	Hold	2,840	–	–	0.29%	33
2020 Q3	$484K	Hold	2,840	–	–	0.3%	31
2020 Q2	$445K	Hold	2,840	–	–	0.28%	27
2020 Q1	$366K	Hold	2,840	–	–	0.26%	31
2019 Q4	$465K	Buy	+2,840	New	+$445K	0.32%	28

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Seven Springs Wealth Group's VTI Position: Q2 2026 in Review

Seven Springs Wealth Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.8% in Q2 2026, buying an estimated $24.3K and bringing the position to 3,826 shares worth $1.42M. The position accounts for 0.31% of the portfolio, ranked #31.

Seven Springs Wealth Group first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Seven Springs Wealth Group held 3,826 shares of Vanguard Morningstar Total Stock Market ETF worth $1.42M as of Q2 2026.
Seven Springs Wealth Group bought 68 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $24.3K.
Vanguard Morningstar Total Stock Market ETF made up 0.31% of Seven Springs Wealth Group's portfolio in Q2 2026, its #31 holding.
Seven Springs Wealth Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.